DeepSeek
also referred to as: deep seek · deep seeks
includes DeepSeek R1, DeepSeek V3, DeepSeek R One
46 statements across 25 episodes · 20 bullish · 10 bearish · 19 people on the record · first statement Dec 11, 2024 by Alexandr Wang · said 310 times in 59 episodes since 2024 · across every show →
Mentions by year, the whole family
brought up most by Alex Kantrowitz (209), Ranjan Roy (23), Grace Shao (21), M.G. Siegler (17), Dwarkesh Patel (4), Reed Albergotti (3), Dylan Patel (3), Condoleezza Rice (3)
tap a year for its mentions
2026 66 mentions in 21 episodes 3 per episode
- How China Caught U.S. AI — With Grace Shao
- AI Fact or Fiction: The Fable Ban, Tokenmaxxing, Saaspocolypse — With Ara Kharazian
- Kimi K3 & AI’s Price War, What’s Happening To Google?, OpenAI’s Partner Trouble
- Did Apple Get AI Spending Right?, Microsoft & OpenAI’s New Reality, Where’s Stargate?
- Who Wins if AI Models Commoditize? — With Mistral CEO Arthur Mensch
- Who’s Winning The AI Race? + Software’s Future — With Sridhar Ramaswamy
- AI Agents: Mirage Or Real Revolution? — With Dmitry Shevelenko
- OpenAI’s User Growth Miss, Musk vs. Altman In Court, Prediction Market Ban
- 13 more episodes that year, every mention in 2026 →
2025 241 mentions in 36 episodes 7 per episode
- Why China's AI Strategy Just Might Work — With Grace Shao
- How DeepSeek Changes AI Research & Silicon Valley w/ M.G. Siegler
- Boom Times For ChatGPT, OpenAI’s Deep Research, AI Super Bowl
- Is Generative AI a Cybersecurity Disaster Waiting to Happen? — With Yinon Costica
- Will Big Tech CEOs Win Their All-In Bet on Trump? With Saagar Enjeti
- Mass AI-Driven Unemployment, NVIDIA Surges, CEOs' AI Avatars Unleashed
- Generative AI 101: Tokens, Pre-training, Fine-tuning, Reasoning — With SemiAnalysis CEO Dylan Patel
- Vibe Coding: Everything You Need To Know — With Amjad Masad
- 28 more episodes that year, every mention in 2025 →
Everything said about DeepSeek, oldest first
Dec 11, 2024 positive
Wang: China's DeepSeek produced the first replication of OpenAI's o1 model
“OpenAI released O-one and released the O-one preview a number of months ago... Yeah, this is OpenAI's advanced reasoning model, which is great at sort of scientific reasoning and mathematical reasoning and reasoning and code, et cetera. And the very first repl…”
Jan 23, 2025 neutral
Demis Hassabis says Western frontier AI models remain ahead of China
“It's for sure, it's impressive what they've been able to do. And you know, I think that's something we're going to have to think about how to keep the western frontier models in, in the lead. I think they still are at the moment, but you know, for sure China's…”
Jan 27, 2025 positive
Meta is better positioned for open-source AI disruption than peers
“Meta's probably in a bit better position than the other ones, just because they, at the end of the day, they do want, like, you know, their whole philosophy is to open source this, not for necessarily altruistic reasons, but because they know that it's histori…”
Jan 27, 2025 positive
DeepSeek used model distillation to match OpenAI's o1 at lower cost
“And, you know, they've just used the process of distillation to, you know, effectively bring those bigger versions of the sort of state-of-the-art models and distill them down into you know, smaller models, which eventually led to this R-one, you know, the equ…”
Jan 27, 2025 bearish
Jan 27, 2025 neutral
U.S. chip restrictions forced Chinese AI innovation through compute scarcity
“The constraints that were put in place by the US because of the, you know, everything going on with chip constraints and sort of forcing AI companies not to export to China you know, led to sort of this very interesting cauldron that I think could only happen …”
Jan 29, 2025 positive
Feb 5, 2025 positive
Feb 7, 2025 bearish
Feb 7, 2025 positive
Roy: Displaying AI chain-of-thought reasoning drives user attachment and trust
“Deep Seek brought this to the general population, and it's brilliant because it makes people even more attached to these type of tools. Like, it makes them really think that there's thinking, which makes them more usable.”
Feb 7, 2025 neutral
Kantrowitz: DeepSeek overnight captured one-third of ChatGPT's daily traffic
“You see last week, so January, 28th, chat GPT at 139.3 web and mobile visits. Deep seek at 49 million. So it cut About, like, further than any other company has been able to cut into the lead of OpenAI, and it had about a third of the traffic that ChatGPT took…”
Feb 19, 2025 bearish
Apr 2, 2025 neutral
Kantrowitz: SimilarWeb Data Shows Gemini at 10.9M and DeepSeek at 16.5M Daily Visits
“Google's Gemini web traffic grew to 10.9 million average daily visits worldwide in March. That's up seven, four, 7.4% month over month, while daily visits to Copilot, that's Microsoft's bot, Increased to 2.4 million, up 2.1% from February. SimilarWeb also says…”
Apr 16, 2025 neutral
Apr 16, 2025 neutral
Shao: Manus AI agent is not a foundational DeepSeek moment
“I don't think it's a deep seek moment for China. Because I think it did not fundamentally change how we Believe AI is being developed, right? Like in the sense that Deepsea completely challenged the scaling law and what we believed in more capital is better tr…”
Apr 16, 2025 bullish
Apr 16, 2025 neutral
Apr 16, 2025 bearish
Apr 16, 2025 positive
Shao: Tencent was first to integrate DeepSeek into WeChat
“What's interesting is I do want to point out is Tencent actually has not really been leading in their LLM development at all. In fact, they're the only and first one that have actually integrated Deep Seek into their products into their WeChat, which obviously…”
Apr 16, 2025 bullish
Apr 16, 2025 positive
Apr 23, 2025 neutral
Patel: Model inference costs dropped 60x from GPT-4 to DeepSeek-V3
“And likewise, when we look at from GPT-IV to DeepSeq VIII it's fallen roughly 600 X in cost. Right. So we're not quite at that 1200 X, but it has fallen 600 X in cost from 60 dollars to less than you know, to about a dollar. Right. Or to less than a dollar. So…”
Jun 3, 2025 positive
Jun 3, 2025 bearish
Jun 3, 2025 bearish
Jun 18, 2025 positive
Patel: GPT-4-Level Training Costs Have Dropped 10x to 100x
“If you look at what it costs to train GBT for originally, I think it was like 20,008, 100 over the course of a hundred days. So I think it costs on the order of like half a million to a hundred million dollars, somewhere in that range. And I think you could tr…”
Jul 16, 2025 neutral
Jul 16, 2025 neutral
Jul 30, 2025 neutral
Amodei: Open-source is a red herring; DeepSeek's open status didn't matter
“I've actually always seen it as a red herring. When I see it, when I see a new model come out, I don't care whether it's open source or not. Like if we talk about Deep Seek, I don't think it mattered that Deep Seek is open source. I think I ask, is it a good m…”
Aug 11, 2025 bullish
Masad: AI Frontier Labs Are Becoming Architecturally More Efficient
“And what we're seeing based on speed and things like that, it's actually probably the models are getting more efficient. I mean, Deep Seek showed that the models are getting more efficient, and if, you know, Deep Seek open source was able to make it, you bette…”
Sep 23, 2025 neutral
Costica: DeepSeek's database leak was a typical cloud exposure, not an exotic exploit
“It was a very, ah, what I would say, typical exposure that exposed a lot of sensitive data, but yet, ah, if we look historically, there were similar incidents, for instance, with Microsoft releasing a token that had access to sensitive data in, you know, a buc…”
Sep 23, 2025 positive
Dec 18, 2025 negative
Jan 16, 2026 neutral
Mensch: DeepSeek built on Mistral's open-source MoE architecture
“Like we released the first
Sparse mixture of experts back at the beginning of 2024, and they built on top, and they released deep seek free, and deep seek was built on top of that. Well, it was, it's the same architecture, and we released, like, everything tha…”
Mar 16, 2026 neutral
Alex Kantrowitz: Governments cannot practically enforce bans on large language models
“They won't be banned. It's impossible. I mean, how can you ban them? Are you going to go and take your, is the government going to go grab your Mac mini out of your office where you've downloaded a version of deep seek and be like, all right, right to the poke…”
Apr 20, 2026 negative
Jun 17, 2026 bullish
Jun 17, 2026 bearish
DeepSeek's Enterprise Growth Spike Unlikely To Withstand Rival Price Cuts
“Only about .4% of businesses are using it. Again, that's up from .1. So, Forex increase, but it's extremely small, and I think it's not going to be very durable, given that OpenAI and Anthropic are well positioned to respond to that with some price cuts.”
Jun 22, 2026 bullish
Roy: Due to cost, DeepSeek is discussed in every AI agent conversation
“The conversation around moving towards deep seek and adding it into your agentic process or adding Chinese models did not exist in any conversation I was in 12 months ago and now is in almost every conversation, at least as an option, because cost has become s…”
Jun 26, 2026 bullish
Ranjan Roy: DeepSeek and Chinese models are now in almost every agent conversation
“The conversation around moving towards deep seek and adding it into your agentic process or adding Chinese models did not exist in any conversation I was in 12 months ago and now is in almost every conversation, at least as an option, because cost has become s…”
Jul 29, 2026 neutral
Shao: Compute Limits Force Chinese AI Labs Into Distinct Specializations
“What you've seen is a lot of these tiny labs faced with compute constraint and in some ways capital constraint, they're forcing them to specialize rather than compete across every dimension. So, you know, for the sake of, you know, deep seek, it's really, real…”
Jul 29, 2026 positive
Shao: DeepSeek and Moonshot Founders Focus on AGI Over Consumer Apps
“I think both, you know, DeepSeek and Kimi, if not seen as kind of the top two labs right now coming out of China, both founders have openly talked a lot about management of people you know, removing distractions, really focused on the pursuit of AGI, not kind …”
Jul 29, 2026 positive
Jul 29, 2026 neutral
Shao: Quant Hedge Fund Backing Allows DeepSeek to Ignore Immediate Profits
“On the China side, deep seeks people have talked about how they are not revenue driven. So whatever money they, sorry, they're not profit driven. So whatever revenue they make, they want to put that money into R&D, given that they have the quant fund kind of l…”
Jul 29, 2026 bullish
Shao: DeepSeek Lacks Capital Constraints and Pressure to Commercialize
“The fact that they don't actually have that much pressure to commercialize because they have enough money, he says, like, look, we have enough capital, we are not capital constraint compared to maybe other, other labs, and we are really, really focused on just…”
Aug 12, 2026 bearish
Kedrosky: Minimal model differentiation will crush AI investment returns
“The convergence means that the model differences while there are so minimal as I can't tell the difference in the kind of Pepsi Coke phenomenon, which again, to cut to the investment chase suggests that the competition then becomes much more about marketing ex…”